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Akers Financial Group
Приєднався 6 січ 2016
You and Social Security
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms)
Brian Akers and Sam Payne discuss Social Security eligibility, benefits, and planning strategies. Social Security can be claimed at age 62, with full benefits at 67 for those born in 1960 or later. Early claims are reduced, while delayed claims increase by 8% annually until age 70. The primary insurance amount is crucial, based on 30 years of earnings. Spousal benefits can reach 50% of the primary earner's benefit, but are reduced if claimed early. The Social Security Trust Fund is projected to run out by 2034, potentially leading to benefit reductions. Proper planning should include multiple income sources and consider future changes to Social Security.
Brian Akers and Sam Payne discuss Social Security eligibility, benefits, and planning strategies. Social Security can be claimed at age 62, with full benefits at 67 for those born in 1960 or later. Early claims are reduced, while delayed claims increase by 8% annually until age 70. The primary insurance amount is crucial, based on 30 years of earnings. Spousal benefits can reach 50% of the primary earner's benefit, but are reduced if claimed early. The Social Security Trust Fund is projected to run out by 2034, potentially leading to benefit reductions. Proper planning should include multiple income sources and consider future changes to Social Security.
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Відео
4 Phases of Winning in Retirement
Переглядів 114 годин тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Alex Monk discuss the four phases of winning in retirement: preparing to win, being ready to win, keeping the win, and maximizing wealth. They emphasize the importance of starting early, building good financial habits, and understanding taxes and insurance. They highlight the need for proper insurance cove...
Estate Planning and much more!
Переглядів 221 день тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers, a Certified Financial Planner, hosts a show discussing estate planning with Kevin Bress, an experienced attorney. They cover the basics of estate planning, including the differences between wills and trusts, and the concept of probate. They delve into the complexities of estate and inheritance taxes, particul...
The Inheritance Talk
Переглядів 1Місяць тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Jeff Akers, Certified Financial Planners, discuss inheritance planning on their radio show "Winning in Retirement." They emphasize the importance of proper estate planning, including naming beneficiaries and setting up trusts. They highlight the concept of "estate flow" to outline where money goes upon dea...
Should you Lower Portfolio Risk?
Переглядів 22 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retir...
You've Got Mail! (Before Age 65)
Переглядів 22 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) The show "Winning in Retirement" with Brian Akers and Jeff Akers discusses the financial decisions and changes that occur when turning 65. They emphasize the importance of planning before receiving an influx of mail related to Medicare, Social Security, and other financial matters. Key points include the need for a financ...
Market Volatility
Переглядів 12 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Alex Monk, along with guest Mark Diorio from Brookstone Capital Management, discuss recent market volatility, attributing it to economic concerns, geopolitical tensions, and a rally in the Japanese yen. They note that the technology sector has been particularly volatile, with a few stocks driving market pe...
Your Important Questions
Переглядів 92 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Paul Franco discuss the importance of financial planning in retirement. They address common questions such as when to retire, whether one has enough income, tax planning, and investment strategies. They emphasize the need for a comprehensive financial plan tailored to individual circumstances. Akers highli...
2024 Mid-Year Market Review
Переглядів 662 місяці тому
Hear from Brian A. Akers CFP®, Mark DiOrio with Brookstone Capital Management as they give a Mid-Year Market Review!
Generosity, Tithing, Legacy
2 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Jeff and Brian Akers discuss charitable giving and retirement planning, emphasizing the importance of prioritizing one's time and money, understanding tax implications, and giving back to the community. They share strategies for maximizing charitable deductions, aligning financial decisions with values, and leveraging ret...
Never Pay Taxes Again
Переглядів 62 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian and Jeff discuss tax planning strategies for retirement, including Roth IRA conversions, tax bracket management, and inherited IRAs. They emphasize the importance of understanding tax law to minimize taxes and make retirement savings last longer. They also discuss the benefits of contributing to and converting to Ro...
Mid-Year Market Review
Переглядів 43 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Mark DiOrio and Brian Akers discuss the importance of personalized investment approaches tailored to individual clients' unique situations, goals, and risk tolerance. They also touch on current market trends, including the concentration of large cap tech stocks in the S&P 500 index and the potential challenges of inflatio...
When is YOUR Independence Day?
3 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) The conversation revolves around financial independence and retirement planning. The speakers emphasize the importance of planning, saving, and investing for retirement, and highlighted the role of capitalism in enabling individuals to invest in their future.
A Proper Legacy: First Steps
Переглядів 54 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Estate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, i...
Nervous or Excited? First Meeting
Переглядів 44 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider ea...
3 Ways to Increase Your Retirement Income
Переглядів 24 місяці тому
3 Ways to Increase Your Retirement Income
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